Signature Wealth Management Group
- SEC CIK
- 0001736666
- 最新申報
- 2026/4/1
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/1 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 116
- 較 2025 年第 1 季 +3
- 總值
- $2.53 億
- 較 2025 年第 1 季 −$317.3 萬 (−1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SOSouthern Co | Stock | 121,009 | $1,111 萬 | 4.4% | −651−0.5% | 減碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 364,816 | $918.6 萬 | 3.6% | +5,632+1.6% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 260,900 | $633.2 萬 | 2.5% | +4,272+1.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,670 | $580.5 萬 | 2.3% | −61−0.5% | 減碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 246,678 | $575.5 萬 | 2.3% | +2,804+1.1% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 235,185 | $570.3 萬 | 2.3% | +5,031+2.2% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 217,327 | $552.4 萬 | 2.2% | +3,153+1.5% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 250,078 | $549.7 萬 | 2.2% | +2,435+1.0% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 18,033 | $531.6 萬 | 2.1% | −479−2.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 76,201 | $528.7 萬 | 2.1% | +325+0.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 82,573 | $518.6 萬 | 2.0% | −2,093−2.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,059 | $515.5 萬 | 2.0% | −276−1.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 25,009 | $464.2 萬 | 1.8% | +230+0.9% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 105,922 | $450.7 萬 | 1.8% | −931−0.9% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 40,504 | $445.7 萬 | 1.8% | +170+0.4% | 加碼 | – |
| ORealty Income Corp | REIT | 77,042 | $443.8 萬 | 1.8% | +875+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 29,039 | $443.6 萬 | 1.8% | +413+1.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 30,383 | $442.0 萬 | 1.7% | −198−0.6% | 減碼 | 歷史 |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 209,991 | $441.8 萬 | 1.7% | +3,614+1.8% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 86,959 | $433.6 萬 | 1.7% | +898+1.0% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 32,151 | $414.5 萬 | 1.6% | +40+0.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 24,902 | $413.2 萬 | 1.6% | +958+4.0% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 32,735 | $397.3 萬 | 1.6% | +504+1.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 19,047 | $395.5 萬 | 1.6% | +661+3.6% | 加碼 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 155,922 | $394.2 萬 | 1.6% | +4,167+2.7% | 加碼 | – |
| GLPIGaming & Leisure Properties, Inc. | COM | 83,756 | $391.0 萬 | 1.5% | +758+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 26,829 | $384.2 萬 | 1.5% | −120.0% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 88,973 | $382.5 萬 | 1.5% | −545−0.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 152,598 | $369.9 萬 | 1.5% | −913−0.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 75,650 | $350.2 萬 | 1.4% | +488+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 25,601 | $338.0 萬 | 1.3% | +1,433+5.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 23,191 | $311.7 萬 | 1.2% | +23,191 | 新進 | 歷史 |
| FLOFlowers Foods Inc | COM | 186,072 | $297.3 萬 | 1.2% | −2,839−1.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 29,413 | $290.2 萬 | 1.1% | +886+3.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 28,500 | $287.7 萬 | 1.1% | +514+1.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 8,795 | $280.5 萬 | 1.1% | −107−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 17,366 | $274.4 萬 | 1.1% | −232−1.3% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 52,414 | $271.6 萬 | 1.1% | −123−0.2% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 29,002 | $255.9 萬 | 1.0% | +890+3.2% | 加碼 | – |
| INTUIntuit Inc. | Stock | 3,219 | $253.6 萬 | 1.0% | +22+0.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,945 | $251.9 萬 | 1.0% | −80−1.6% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 15,342 | $250.6 萬 | 1.0% | +206+1.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,352 | $246.7 萬 | 1.0% | +5+0.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 88,337 | $228.8 萬 | 0.9% | +1,865+2.2% | 加碼 | – |
| DEDeere & Co | Stock | 4,413 | $224.4 萬 | 0.9% | −208−4.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,604 | $217.6 萬 | 0.9% | +78+0.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 78,800 | $209.1 萬 | 0.8% | +3,338+4.4% | 加碼 | – |
| TSCOTractor Supply Co | COM | 38,858 | $205.1 萬 | 0.8% | +969+2.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,402 | $202.3 萬 | 0.8% | +11+0.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,957 | $201.2 萬 | 0.8% | +36+1.9% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,499 | $196.8 萬 | 0.8% | −61−1.3% | 減碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 33,362 | $195.5 萬 | 0.8% | +491+1.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,127 | $194.3 萬 | 0.8% | +24+0.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 11,250 | $194.0 萬 | 0.8% | +228+2.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,971 | $189.7 萬 | 0.7% | −134−2.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,244 | $188.9 萬 | 0.7% | +26+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 42,512 | $186.6 萬 | 0.7% | −629−1.5% | 減碼 | – |
| KBHKB Home | COM | 33,380 | $176.8 萬 | 0.7% | +806+2.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 10,306 | $160.7 萬 | 0.6% | −210−2.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,690 | $156.7 萬 | 0.6% | +63+0.5% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 3,220 | $155.8 萬 | 0.6% | +3,220 | 新進 | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 59,477 | $152.4 萬 | 0.6% | +784+1.3% | 加碼 | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 55,804 | $149.4 萬 | 0.6% | +734+1.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,427 | $141.0 萬 | 0.6% | +6,427 | 新進 | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 78,984 | $135.2 萬 | 0.5% | +1,380+1.8% | 加碼 | – |
| SNASnap-on Inc | COM | 4,266 | $132.7 萬 | 0.5% | +31+0.7% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 51,912 | $131.6 萬 | 0.5% | +406+0.8% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 5,137 | $125.1 萬 | 0.5% | +10+0.2% | 加碼 | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 46,001 | $124.8 萬 | 0.5% | +519+1.1% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 47,520 | $120.7 萬 | 0.5% | +914+2.0% | 加碼 | – |
| KOCoca Cola Co | Stock | 16,612 | $117.5 萬 | 0.5% | +9+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,695 | $94.8 萬 | 0.4% | +86+0.9% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 5,365 | $82.3 萬 | 0.3% | −200−3.6% | 減碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163 | ETF | 31,576 | $79.7 萬 | 0.3% | +2,025+6.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,300 | $73.8 萬 | 0.3% | +15+1.2% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 13,632 | $67.9 萬 | 0.3% | −1,309−8.8% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 16,339 | $66.4 萬 | 0.3% | +367+2.3% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 26,988 | $63.0 萬 | 0.2% | −90−0.3% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 26,797 | $61.4 萬 | 0.2% | −349−1.3% | 減碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 19,192 | $61.4 萬 | 0.2% | +757+4.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,062 | $59.8 萬 | 0.2% | −151−6.8% | 減碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 16,746 | $56.3 萬 | 0.2% | −4,504−21.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 715 | $55.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 23,461 | $52.8 萬 | 0.2% | −402−1.7% | 減碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 22,943 | $51.3 萬 | 0.2% | −323−1.4% | 減碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 22,790 | $50.0 萬 | 0.2% | −1,118−4.7% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 12,632 | $49.9 萬 | 0.2% | +406+3.3% | 加碼 | – |
| ETREntergy Corp | COM | 5,743 | $47.7 萬 | 0.2% | −30,719−84.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,450 | $44.7 萬 | 0.2% | +33+2.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 6,194 | $41.5 萬 | 0.2% | +430+7.5% | 加碼 | – |
| AMGNAmgen Inc | Stock | 1,461 | $40.8 萬 | 0.2% | −337−18.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 9,083 | $38.5 萬 | 0.2% | +9,083 | 新進 | – |
| iShares Ibonds Dec 2030 Term Muni Bond ETF46438G687 | ETF | 13,772 | $35.3 萬 | 0.1% | +655+5.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,989 | $35.3 萬 | 0.1% | +24+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,119 | $33.8 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 726 | $33.6 萬 | 0.1% | +8+1.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 659 | $32.0 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,320 | $31.6 萬 | 0.1% | −18−0.8% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 4,952 | $31.5 萬 | 0.1% | −739−13.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 4,453 | $30.9 萬 | 0.1% | +157+3.7% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BNYBank of New York Mellon Corp | Stock | 49,126 | $412.0 萬 | 1.6% | 歷史 |
| DOWDow Inc. | Stock | 61,348 | $214.2 萬 | 0.8% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,924 | $205.5 萬 | 0.8% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 8,005 | $152.2 萬 | 0.6% | 歷史 |
| WINGWingstop Inc. | COM | 5,943 | $134.1 萬 | 0.5% | 歷史 |
| ADBEAdobe Inc. | Stock | 2,665 | $102.2 萬 | 0.4% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,706 | $24.3 萬 | 0.1% | 歷史 |